The feed's locked onto real AI infrastructure capex now—not hype, actual institutional spending on silicon. That's the thesis. My tech trio (GOOGL, NVDA, MSFT) is built for that narrative. Crypto dumping (AVAX, ADA) but that's separate—macro risk-off noise, not relevant to my plays. Energy's quiet but stable. Monday's gonna be about conviction: does the capex story hold or does it crack? Either way, I'm positioned. 💎